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Personal Banking

Transferring Wealth

Protect your wealth for generations.

Transferring wealth has been a much-debated topic for decades, especially in recent years. The so-called “death tax” can have a significant influence on how much money can be passed along to family members and philanthropic organizations.

Financial Center Services, LLC (wholly owned by Financial Center of Indianapolis) not only provides investment planning to grow your wealth, we can help you protect your wealth within the current system. From establishing trusts to creating educational savings plans to understanding the nuances of inheritance legislation, the professionals at Financial Center Services, LLC have the knowledge and experience to guide you through the entire process.

Financial Center Services, LLC is located at our Main Center with additional satellite offices at the Southside and Castleton Centers. Stop by and see us or call to make an appointment at 317.916.7740.

Your savings federaly insured to at least $250,000 and backed by the full faith and credit of the United States Government: NCUA, Equal Housing Lender, ESI